Winnebago IndustriesWGO
About: Winnebago Industries manufactures Class A, B, and C motor homes along with towables, customized specialty vehicles, boats, and parts. Headquartered in Eden Prairie, Minnesota, Winnebago has been producing recreational vehicles since 1958. Revenue was nearly $3 billion in fiscal 2024. Winnebago expanded into towables in 2011 with the acquisition of SunnyBrook and acquired Grand Design in November 2016. Towables made up 83% of the firm's RV unit volume, up from 31% in fiscal 2016. The company's total RV unit volume was 38,796 in fiscal 2024. Winnebago expanded into boating in 2018 with the purchase of Chris-Craft, bought premium motor home maker Newmar in November 2019, and bought Barletta pontoon boats in August 2021. It also is developing electric and autonomous technology.
Employees: 5,700
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
11% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 79
0.57% less ownership
Funds ownership: 108.92% [Q4 2024] → 108.35% (-0.57%) [Q1 2025]
4% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 49
1% less funds holding
Funds holding: 258 [Q4 2024] → 255 (-3) [Q1 2025]
28% less capital invested
Capital invested by funds: $1.48B [Q4 2024] → $1.06B (-$417M) [Q1 2025]
32% less call options, than puts
Call options by funds: $23.6M | Put options by funds: $34.5M
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Benchmark Michael Albanese | 26%upside $42 | Buy Maintained | 30 Jun 2025 |
Roth Capital Scott Stember | 10%downside $30 | Neutral Maintained | 26 Jun 2025 |
BMO Capital Tristan Thomas-Martin | 26%upside $42 | Outperform Maintained | 26 Jun 2025 |
Truist Securities Michael Swartz | 8%upside $36 | Buy Maintained | 26 Jun 2025 |
Keybanc Noah Zatzkin | 2%upside $34 | Overweight Maintained | 26 Jun 2025 |
Financial journalist opinion
Based on 12 articles about WGO published over the past 30 days









